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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,674 | $95,542-77.3% | $69,483-68.8% | $67,582-67.9% |
| Participation rate | 22.5% | 79.4%-56.8pp | 74.6%-52.1pp | 71.3%-48.8pp |
| Annual return | 22.71% | 17.67%+5.0pp | 28.99%-6.3pp | 378.57%-355.9pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $820 | $3,263-74.9% | $3,537-76.8% | $3,539-76.8% |
| Admin fee / account holder | $0 | $90-100.0% | $3,841-100.0% | $142-100.0% |